General

This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events.

The Financial Conduct Authority does not regulate on Estate Planning and Tax Planning.

Tax treatment varies according to individual circumstances and is subject to change.


Capital Gains Tax (CGT)

Capital Gains Tax (CGT)

This document contains a short explanation of Capital Gains Tax, the allowances available in the 2020/21 tax year, and how you can use it in your year end tax planning.

Civil Partnerships

Civil Partnerships

Civil partnerships in the United Kingdom, granted under the Civil Partnership Act 2004, allow same-sex couples to obtain essentially the same rights and responsibilities as marriage. Though from March 2014 full same-sex marriage was legalised in England, Scotland and Wales, civil partnership remains available. Designed to be very much equivalent to marriage for same sex couples, a civil partnership carries both rights and responsibilities, in very broad terms, attracting the same legal and tax protections/advantages/disadvantages as a traditional marriage. This article explains further.

Inheritance Tax

Inheritance Tax

A short explanation of Inheritance Tax and how to plan for it in your tax planning.

UK News

The PM says groups of up to six people will be able to meet outside in England from Monday.
Dental practices in England have been told they can reopen from Monday, 8 June.
Boris Johnson says the matter is closed - and prevents scientific advisers from being quizzed about it.
People from two different households will be able to meet outdoors in small groups of up to eight.
Thousands of contact tracers are tracking down close contacts of people with coronavirus.